Atwood & Palmer’s Palmer Square Capital BDC PSBD Stock Holding History

Atwood & Palmer’s Portfolio PSBD Stock Details PSBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-34,010	Closed	-$417K	–	499
2025 Q3	$417K	Hold	34,010	–	–	0.02%	119
2025 Q2	$475K	Hold	34,010	–	–	0.03%	117
2025 Q1	$453K	Buy	+34,010	New	+$520K	0.03%	115

Other funds holding PSBD

OV Management Minneapolis, Minnesota $49M AUM 6% 1-Year Est. Return

1248 Management Kansas City, Missouri $216M AUM 12.29% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Pandi LLC Leawood, Kansas $610M AUM 14.97% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

BCM

Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

Sunesis Advisors Overland Park, Kansas $242M AUM 15.73% 1-Year Est. Return

Atwood & Palmer's PSBD Position: Q4 2025 in Review

Atwood & Palmer sold out of Palmer Square Capital BDC (PSBD) in Q4 2025, closing a stake of 34,010 shares — an estimated $417K sold.

Atwood & Palmer first reported a position in PSBD in Q1 2025 and held it in 3 quarters. The position peaked at $475K in Q2 2025. 45 funds tracked by Wall St. Rank hold PSBD as of Q4 2025.

Atwood & Palmer reported no remaining Palmer Square Capital BDC position as of Q4 2025 after selling out during the quarter.
Atwood & Palmer sold 34,010 Palmer Square Capital BDC shares in Q4 2025, an estimated $417K.
Atwood & Palmer first reported a position in Palmer Square Capital BDC in Q1 2025 and held it in 3 quarters.
Atwood & Palmer's Palmer Square Capital BDC position peaked at $475K in Q2 2025.
45 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q4 2025.

Based on Atwood & Palmer's 13F filing for Q4 2025, filed 28 Jan 2026.